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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,432 | $138,076-27.3% | $123,553-18.7% | $135,380-25.8% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -9.94% | 153.70%-163.6pp | 119.21%-129.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $5,280 | $5,152+2.5% | $4,628+14.1% | $4,779+10.5% |
| Participant deferral / active EE | $4,577 | $6,800-32.7% | $6,426-28.8% | $5,609-18.4% |
| Admin fee / account holder | $1,186 | $10,917-89.1% | $9,284-87.2% | $10,828-89.0% |